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Consumer Duty: The Exchange
Our thoughts on Consumer Duty and how we support it
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Consumer Duty and The Exchange: Available Documentation from Providers

oluwatomi.adeogun
Iress People

Overview: 

The table below provides quick access to provider consumer duty documentation - Fair Value Assessment, Target Market, etc. We will continue to update this as we receive information from our providers. 

Documentation links are available at the discretion of the provider and their content is not the responsibility of Iress.

This list covers providers available via The Exchange: -

  • For information on providers available via O&M Profiler, a dedicated page is coming soon. 
  • For information on lenders available via Xplan Mortgage, please go to Xplan Mortgage - Consumer Duty Page

 

Available Documents

 

Partner/Provider Document Category Service
AIG-logo.png Product Governance and Consumer Duty Consumer Duty Protection
Aviva_Logo.svg.png

Product Governance and Consumer Duty

Consumer Duty Protection
Product Governance and Consumer Duty Consumer Duty Equity Release
Product Governance and Consumer Duty Consumer Duty Annuities
BF.png
Protect Product Profile Target Market Protection
Breathing Space Product Profile Target Market Protection
Fracture Cover Product Profile Target Market Protection
CL.png Product Governance and Consumer Duty Consumer Duty Annuities
Product Governance and Consumer Duty Consumer Duty Equity Release
CL2.jpg Product Governance and Consumer Duty Consumer Duty Protection

CIR.jpg

Fair Value Assessment Fair Value Protection
G.png Product Oversight, Governance and Fair Value Assessment Consumer Duty Protection
Ho.png MySickPay Income Protection Product Profile Target Market Protection
HS.png Product Governance and Consumer Duty Consumer Duty Protection
JU.png Product Oversight, Governance and Fair Value Assessment Consumer Duty Equity Release
Product Oversight, Governance and Fair Value Assessment
Consumer Duty Annuities
LG.jpg Product Governance and Consumer Duty
Consumer Duty Protection
Product Governance and Consumer Duty Consumer Duty Equity Release
Product Governance and Consumer Duty Consumer Duty Annuities
Home+Cover+Logo_LV=.png Product Governance and Consumer Duty Consumer Duty Protection
Product Governance and Consumer Duty
Consumer Duty Equity Release
Product Governance and Consumer Duty
Consumer Duty Annuities
M2L.png Flexi Lump Sum Product Profile Consumer Duty Equity Release
Flexi Drawdown Product Profile Consumer Duty Equity Release
Capital Lump Sum Product Profile Consumer Duty Equity Release
Capital Drawdown Product Profile Consumer Duty Equity Release
Tailored Lump Sum Product Profile Consumer Duty Equity Release
Tailored Drawdown Product Profile Consumer Duty Equity Release
Maxi Lump Sum Product Profile Consumer Duty Equity Release
Prime Product Profile Consumer Duty Equity Release
NF.png
Income Protection - Target Market Information Target Market Protection
Whole of Life - Target Market Information Target Market Protection
Accident Only - Target Market Information Target Market Protection
  Target Market Protection
oluwatomiadeogun_1-1683801537121.png Product Governance and Consumer Duty Consumer Duty Pensions
PR.png Product Governance and Consumer Duty Consumer Duty Equity Release
RL.png Product Governance and Consumer Duty Consumer Duty Protection
Fair Value Rules
Fair Value Pensions
SWe.png Product Governance and Consumer Duty Consumer Duty Protection
Product Governance and Consumer Duty Consumer Duty Annuities
SF.png Product Oversight, Governance and Fair Value Assessment Consumer Duty Protection
TExx.png Target Market Assessment Target Market Protection
VIT.png Product Governance and Consumer Duty Consumer Duty Protection
Z.png Fair Value Rules Fair Value Protection
Income Protection- Target Market Information Target Market Protection
Business Protection- Target Market Information Target Market Protection
Whole of Life- Target Market Information Target Market Protection
Personal Protection - Target Market Information Target Market Protection
Relevant Life - Target Market Information Target Market Protection
Business Whole of Life- Target Market Information Target Market Protection